Nonprofit · EIN 74-2052197
SCOTT AND WHITE HEALTH PLAN
Tax-exempt · TEMPLE, TX 76502
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,198,117,315 | $2,069,353,537 | $128,763,778 | $1,138,590,207 | $564,176,332 | $574,413,875 |
| December 31, 2023 | 990 | $1,632,380,539 | $1,577,555,156 | $54,825,383 | $1,032,189,458 | $571,346,486 | $460,842,972 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,162,408,916
- Investment income
- $35,708,399
- Net gain from sales of assets
- $8,288,277
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $3,615,997
- Other salaries and wages
- $77,957,145
- Salaries, compensation and benefits (total)
- $98,893,586
- Professional fundraising fees
- $0
- Legal fees
- $1,945,516
- Accounting fees
- $581,791
- Occupancy
- $1,112,640
- Travel
- $296,969
- Program services (functional)
- $2,035,135,772
- Management and general (functional)
- $34,217,765
Balance sheet and other
- Total assets, start of year
- $1,032,189,458
- Total assets, end of year
- $1,138,590,207
- Total liabilities, end of year
- $564,176,332
- Net assets, end of year
- $574,413,875
- Land, buildings and equipment
- $12,028,505
- Publicly traded securities
- $372,138,504
- Gross unrelated business income
- $1,800,323
- Gross receipts
- $2,339,314,254
- Employees
- 1,131
- Volunteers
- 4
- Year formed
- 1979
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jennifer Mitzner | Director/Vice Chair (As of 7/1) Trustee or director, Officer | 1 | $0 | $3,469,395 | $1,296,124 |
| Jeffrey Ingrum | President/CEO (Thru 12/21) Officer | 40 | $1,625,968 | $0 | $476,158 |
| Stephen Bush | Treasurer/SVP CFO Officer | 40 | $880,470 | $0 | $294,782 |
| Victor Richey | SVP COO Officer | 40 | $929,702 | $0 | $242,174 |
| Timothy Bittenbinder MD | Director (As of 7/1) Trustee or director | 1 | $0 | $1,125,481 | $43,353 |
| Swaminathan Ramalingam MD | SVP CMO Officer | 40 | $783,158 | $0 | $43,241 |
| Elizabeth Lopez Cepero | SVP Chief Growth Officer HP Highest-paid employee | 40 | $530,988 | $0 | $108,037 |
| Andrea DeBerry | Secretary/VP General Counsel Officer | 1 | $0 | $439,971 | $64,118 |
| Robert A Probe MD | Director (Thru 6/30) Trustee or director | 1 | $0 | $463,517 | $29,728 |
| Jonathan Lowe | Dir Sales & Account Mgmt Highest-paid employee | 40 | $363,651 | $0 | $41,585 |
| Muralidhar Jatla MD | Director (As of 7/1) Trustee or director | 1 | $0 | $358,002 | $42,788 |
| Tabitha Bird | Agent Sales Rep Indiv/Medicare Highest-paid employee | 40 | $377,207 | $0 | $23,234 |
| Ellen Verzino | VP Pharmacy HP Highest-paid employee | 40 | $343,680 | $0 | $48,448 |
| Theresa Magellan | VP Health Services Highest-paid employee | 40 | $331,958 | $0 | $16,594 |
| Lyndon L Olson Jr | Director/Chair (Thru 6/30) Trustee or director, Officer | 1 | $0 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Louis S Casey Jr | Director (Thru 6/8) Trustee or director | 1 | $0 |
| Brandon S Fryar | Director Trustee or director | 1 | $0 |
| Carl King | Director Trustee or director | 1 | $0 |
| Terry Maness | Director/Chair (As of 7/1) Trustee or director, Officer | 1 | $0 |
| Steve R Youso | Director Trustee or director | 1 | $0 |
| Donald R Grobowsky | Director (Thru 6/8) Trustee or director | 1 | $0 |
| Patrick Gilligan | President/CEO (As of 12/17) Officer | 40 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jeffrey Ingrum | President/CEO Officer | 40 | $2,460,618 | $0 | $432,719 |
| Victor Richey | SVP COO Officer | 40 | $1,305,284 | $0 | $204,336 |
| Robert A Probe MD | Director/Vice Chair Trustee or director, Officer | 1 | $0 | $1,216,691 | $30,601 |
| Stephen Bush | Treasurer/SVP CFO Officer | 40 | $811,986 | $0 | $263,396 |
| Swaminathan Ramalingam MD | SVP CMO Officer | 40 | $762,379 | $0 | $40,701 |
| Andrea DeBerry | Secretary Officer | 1 | $0 | $402,872 | $58,594 |
| Jennifer Brown | Former Officer Former | 0 | $0 | $455,589 | $0 |
| Elizabeth Lopez Cepero | VP Gov Programs Highest-paid employee | 40 | $377,685 | $0 | $33,703 |
| Ellen Verzino | VP Pharmacy HP Highest-paid employee | 40 | $326,293 | $0 | $47,719 |
| Frank Luca | Mgr Sales Medicare Highest-paid employee | 40 | $336,266 | $0 | $20,499 |
| Michael Cutroni | VP Finance Accounting HP Highest-paid employee | 40 | $312,358 | $0 | $23,063 |
| Theresa Magellan | VP Health Services Highest-paid employee | 40 | $315,136 | $0 | $15,742 |
| Lyndon L Olson Jr | Director/Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Louis S Casey Jr | Director Trustee or director | 1 | $0 | $0 | $0 |
| Brandon S Fryar | Director Trustee or director | 1 | $0 | $0 | $0 |
| Carl King | Director Trustee or director | 1 | $0 | $0 | $0 |
| Terry Maness | Director Trustee or director | 1 | $0 | $0 | $0 |
| Steve R Youso | Director Trustee or director | 1 | $0 | $0 | $0 |
| Donald R Grobowsky | Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1206 WEST CAMPUS DR, TEMPLE, TX 76502-7124
- Principal officer (990 for 2024)
- Stephanie Motter, 301 N Washington Avenue, Dallas, TX 75246
- Signed the 990
- Stephen Bush, Chief Financial Officer
- Phone
- (214) 820-4135
- Website
- www.bswhealthplan.com
Mission
To make available to the residents of Texas a comprehensive health plan which provides quality health care with dignity and respect to its members.
Program accomplishments
- See Schedule OSWHP and its affiliated health plans make available a wide variety of health benefit plans to individuals and employer groups. It participates in government public programs to make coverage available to Medicaid and Medicare Advantage participants, and through the Individual Marketplace in Texas. As part of SWHP's purpose, it is focused on member satisfaction and the quality of the coverage it provides. SWHP is accredited by the National Committee for Quality Assurance (NCQA) for both its commercial HMO and Medicaid plans. Since 2019, SWHP Commercial HMO plan has achieved a NCQA Plan rating of 3.0. Additionally, for the CMS' annual star ranking of health plans, SWHP HMO earned an overall 4.5 out of 5 stars rating in 2024. Furthermore, SWHP recently was recognized as the winner of the 2025 JD Power award for the highest customer satisfaction scores compared to all other health plans in Texas offering commercial insurance products. SWHP has demonstrated a commitment to the health and well-being of not only its members but the community as a whole through a number of directed programs of varying purpose. Some of these programs are designed to engage members in their own care or encourage a healthy lifestyle. Other programs offer support and help coordinate the delivery of care at the right place, the right time, and from the right provider, especially for those members with complex or chronic care issues. Finally, SWHP offers wellness programs designed to create wellness and awareness, identify social determinants of health and to benefit the entire community. A sampling of the programs that it offers to members and the community at large are: The Wellness Assessment: The Wellness Assessment is a free SWHP online tool available to enrollees through its vendor, WebMD. Through a series of questions concerning family health history, personal health history, substance abuse, stress/coping, physical activity and nutrition, an assessment is produced with advice to help that individual make healthier choices. Members can access other educational and self-management tools thru WebMD. Wondr:Wondr is a digital weight management and weight loss program available to members in commercial plans. The quarterly program is clinically proven to help members lose weight, sleep better, and stress less, while learning the science of health and nutrition. The goal is to enjoy the foods they love and manage their weight without counting calories. Expecting the Best, Maternity Case Management Program:SWHP has developed and offers its Expecting the Best Maternity Program. This program is offered to all members who are pregnant and provides health screening, education, care coordination, perinatal/postpartum depression interventions, and telephonic case management support, with the goal of helping to improve health outcomes for at-risk pregnant women and neonates.Comprehensive Medical and Behavioral Health Case Management Program:SWHP offers a comprehensive case management program to help members receive needed care, services, equipment, and medications. Licensed nurses and social workers work with members and their providers to help achieve desired health outcomes by assisting with care coordination and condition management. Case managers also assess members for possible social determinant of health barriers they may be experiencing and refer those individuals to community programs and resources. Baby Showers and Baby Safety Programs:SWHP offers pregnant women enrolled in its Medicaid product a quarterly baby shower and baby safety program held alternating virtual and in-person events. These programs provide educational information on pregnancy, parenting and health information, and other resources to help bridge non-medical drivers of health gaps. Incentives of nominal value are provided to these members to attend the virtual program and receive timely prenatal and postpartum care. Value-Added Services for Medicaid Enrollees:SWHP offers or makes available to members in its Medicaid product a variety of health education programs and incentives to obtain preventative care. Examples of incentives include gift cards of nominal value, vision exams for adults, eyewear allowances, basic dental services for pregnant women, behavioral health resources, and transportation assistance. Employee Contributions:Employees of SWHP are encouraged to participate in community events sponsored by charitable organizations that help raise funds and awareness for social issues impacting the community. Examples include past community events that have been sponsored by the United Way, Food for Families, Central Texas Housing Coalition, Project Apple Tree, and March of Dimes.Faith in Action Initiatives:Our employees have consistently affirmed the organization's mission and ministry as an influential factor in their work. In addition, SWHP has consistently supported its employees' passions to help the community by providing opportunities to volunteer, and contribute to local drives and initiatives including: Food for Families, Project Apple Tree, and March of Dimes. Annual Day of Caring, Back to School Supply Drives, Emergency Response Disaster Relief (i.e. wildfires, tornados, hurricanes), Personal Hygiene items, etc.Involvement with Community Organizations:SWHP employees have associated and participate on or with community organization boards and coalitions. Past examples of charitable and community organizations that employees have worked with include but are not limited to, The United Way, Nurse-Family Partnership, Temple Community Clinic, Texas Healthy at Home, Texas Elder Justice Coalition, and the City of Temple Mayor's Council on Fitness. Walk with a Doc:Walk with a Doc is a free monthly community walking event in Temple, Texas, that provides an opportunity for individuals of all ages to increase their physical activity to help improve health and well-being. SWHP partners with Baylor Scott & White Health physicians in Temple, Texas and the City of Temple to offer these community education events.SWHP Community Events Sponsorship:SWHP collaborates with various community organizations to co-sponsor events throughout its service area in Texas. The events are available to all in the community, including enrollees, and cover a broad range of interests, such as health fairs, 5K/10K/Half Marathon races, and concert series.Community Wellness Events:SWHP provides free health education and materials of various topics to the public at a variety of health fair events throughout its service area Including an annual Show Yourself Some Love health education event for Women.Community Hubs:SWHP works with community organizations to help connect enrollees to services for non-medical needs such as, financial assistance for rent and utilities, food banks, and basic needs assistance through contracted efforts with United Way of Central Texas, Heart of Texas Goodwill and Project Unity of the Brazos Valley.Financial Support:SWHP donations to the BSWHP Philanthropic Initiative, through the Baylor Scott & White Central Texas Foundation, has created and makes available support to local nonprofit organizations programs that address key impact areas like housing, access to food, financial insecurity, maternal and mental wellness. Recent support has gone to organizations including Helping Hands Ministry, Family promise, the Central Texas Food Bank, Hope Pregnancy Center and Catholic Charities.Expenses $2,035,135,772 · revenue $2,162,408,916
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 74-2052197
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1980
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,138,590,207
- Income (IRS master file)
- $2,339,314,254
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,198,117,315 | $2,069,353,537 | $1,138,590,207 | XML |
| 990 | December 2023 | $1,632,380,539 | $1,577,555,156 | $1,032,189,458 | XML |
| 990 | December 2022 | $990,797,481 | $994,856,191 | $700,408,744 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-2052197).
Questions about SCOTT AND WHITE HEALTH PLAN
- What is the EIN of SCOTT AND WHITE HEALTH PLAN?
- The employer identification number (EIN) of SCOTT AND WHITE HEALTH PLAN is 74-2052197.
- Is SCOTT AND WHITE HEALTH PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1980.
- Are donations to SCOTT AND WHITE HEALTH PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SCOTT AND WHITE HEALTH PLAN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SCOTT AND WHITE HEALTH PLAN due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SCOTT AND WHITE HEALTH PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SCOTT AND WHITE HEALTH PLAN?
- The 990 for the year ended December 31, 2024 names Stephanie Motter.
- Who are the officers and directors of SCOTT AND WHITE HEALTH PLAN?
- The 990 for the year ended December 31, 2024 lists 22 people; 9 received compensation from the organization.
- How much revenue does SCOTT AND WHITE HEALTH PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,198,117,315, expenses of $2,069,353,537 and total assets of $1,138,590,207 at year end.
Other nonprofits in TEMPLE
- SCOTT & WHITE CARE PLANS EIN 82-2794853 · last filed 990 for 2024
- TEXELL CREDIT UNION EIN 74-1109882 · last filed 990 for 2024
- SLAVONIC BENEVOLENT ORDER OF THE STATE OF TEXAS EIN 74-0902250 · last filed 990 for 2024
- TEMPLE ECONOMIC DEVELOPMENT CORPORATION EIN 74-2504998 · last filed 990 for 2025
- COMMONWEALTH MULTIFAMLY HOUSING CORPORATION EIN 76-0651319 · last filed 990 for 2024
- CENTRAL TEXAS 4C INC EIN 74-1796037 · last filed 990 for 2024
- CONSOLIDATED ASSOCIATIONS OF RAILROAD EMPLOYEES HEALTH CARE TRU EIN 75-6493465 · last filed 990 for 2025
- CENTRAL TEXAS CHRISTIAN SCHOOL INC EIN 74-2455125 · last filed 990 for 2025